VFM
XYZ

Vision Financial Markets’s Block Inc XYZ Stock Holding History

Vision Financial Markets’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.79K Hold
114
– – 0.01% 258
2026
Q1 		$6.86K Hold
114
– – 0.01% 263
2025
Q4 		$7.42K Hold
114
– – 0.01% 244
2025
Q3 		$8.24K Hold
114
– – 0.01% 257
2025
Q2 		$7.75K Hold
114
– – 0.01% 246
2025
Q1 		$6.19K Sell
114
-45
-28% -$3.36K 0.01% 238
2024
Q4 		$13.5K Buy
+159
New +$13K 0.01% 164

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Vision Financial Markets's XYZ Position: Q2 2026 in Review

Vision Financial Markets held its Block Inc (XYZ) position steady in Q2 2026 at 114 shares worth $8.79K. The position accounts for 0.01% of the portfolio, ranked #258.

Vision Financial Markets first reported a position in XYZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.5K in Q4 2024. 361 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Vision Financial Markets held 114 shares of Block Inc worth $8.79K as of Q2 2026.
  • Vision Financial Markets left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up 0.01% of Vision Financial Markets's portfolio in Q2 2026, its #258 holding.
  • Vision Financial Markets first reported a position in Block Inc in Q4 2024 and has held it in 7 quarters since.
  • Vision Financial Markets's Block Inc position peaked at $13.5K in Q4 2024.
  • 361 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.